Work Management

You can use the Work Management section to search work items such as work orders, notifications, assets,ddd meter service requests (MSRs), trouble orders, and Flocs. You can open a work item; view the work details; and perform operations around a work item such as subscribing to a work item, updating work item details, adding the work item to your timesheet, adding comments, managing attachments, linking work items, updating the work status, and printing work item details.

The Work Management tab consists of the following sub tabs:

• Search
• Upgrade User
• Share Inbox
• Manage Subscriptions
• Status Log
• Create MSR

Search

You can use the Search menu to do the following:

• Search Work Orders
• Search Notifications
• Search Assets
• Search Flocs
• Search Trouble Orders
• Search MSRs

Steps to search Work Orders

1. In the IWMS Client application, click the Work Management tab.

The Work Management group is displayed.

1. In the Work group, click Search.

The Search menu is displayed.

3. Click Search Work Orders.

4. Enter the search work order details in the following fields.

Field	Description
Work Type Dropdown	Select a work type. You can select multiple work types. If you want all the work types in the list to be considered for the search, click Clear Selection. The work types are made available to you as per your role.
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Region Dropdown	Select a region. Based on the region you select, the District and the Assigned To lists are populated.
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Sector Dropdown	Select a sector. A sector is a type of region (AOR) that is a parent of a district.
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District Dropdown	Select a district. You can select multiple districts. If you want all the districts in the list to be considered for the search, click Clear Selection.
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Assigned To Dropdown	Select an assignee.
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WO # Field	Type a work order number. Note: Keep the WO # box empty if you are not aware of the work order number. You can locate the required work order number from the search results.
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Operation # Field	Type an operation number. Note: Keep the Operation # box empty if you are not aware of the operation number. You can locate the required operation number from the search results.
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Status Dropdown	Select a status. You can select multiple statuses. If you want all the statuses in the list to be considered for the search, click Clear Selection. Note: Select the Complete check box to select those values that denote completion. Selecting the Complete check box selects the associated statuses in the Status list. Select the Incomplete check box to select those values that denote in-progress. Selecting the Incomplete checkbox selects the associated statuses in the Status list.
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Substation Dropdown	Select a substation.
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Address Field	Type an address.
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City Field	Enter a city name.
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Structure # Field	Enter a structure number.
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Line Device # Field	Enter a line device number.
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Due Date Field	Select the From date and the To date.
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Completion Date Field	Select the From date and the To date.
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Start Date Field	Select the From date and the To date.
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Equipment # Field	Enter an equipment number.
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Year Due Dropdown	Select a year.
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Priority Dropdown	Select a priority.
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Dist/Trans Dropdown	Select Distribution or Transmission. Based on the value you select, the Equipment Type list is populated.
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Equipment Type Dropdown	Select an equipment type. You can select multiple equipment types. If you want all the equipment types in the list to be considered for the search, click Clear Selection.
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Component Dropdown	Select a component. You can select multiple components. If you want all the components in the list to be considered for the search, click Clear Selection.
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Elevation Dropdown	Select an elevation. You can select multiple elevation values. If you want all the elevation values in the list to be considered for the search, click Clear Selection.
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Condition Dropdown	Select a condition. You can select multiple conditions. If you want all the conditions in the list to be considered for the search, click Clear Selection.
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Created by Field	Enter the work order creator's name.
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OMS Ref.# Field	Enter the OMS reference number.
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FIM Map # Field	Type the Field Inventory Map number. Note: Keep the FIM Map # box empty if you are not aware of the FIM Map number.
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5. Click Search.

The work orders that match the search criteria entered in the earlier steps are displayed in the grid

Search Server

You can use the Search Server feature to fetch records from the server database, if the search criteria that you provide cannot fetch any records from the client database. This feature comes handy, when the client data and the server data are not synchronized. It allows you to still search the records. Before the system searches the server for records, it waits for your confirmation to search the records on the server.

Steps to search the server

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.

The Information dialog box is displayed

4. Click Yes to search the records on the server.

The system fetches the records that match the search criteria from the server and displays the records in the grid.

Excel Export

You can use the Excel Export button to export the searched records to a Microsoft Excel file. You can select the required items from the grid or can export all the items to a Microsoft Excel file.

Steps to export the reports to Excel

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.
4. The work orders that match the search criteria are displayed in the grid.Do one of the following.
   1. Click Excel Export to export all the displayed records in a Microsoft Excel file.
   2. Select the checkboxes adjacent to the work orders you want to export, and then click Excel Export to export the selected records in a Microsoft Excel file.
5. The Please choose an output file name dialog box is displayed.In the File Name box enter a filename.
6. Click Save.

A Microsoft Excel file is displayed with the exported records.

Copy to Inbox

You can use the Copy to Inbox feature to pick records from the grid and assign the tasks to yourself. You can view all such records in the Unassigned Work folder of your Inbox. You may want to use this feature in the event you have finished your existing work and have time to take additional work.

Steps to copy to inbox

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.
4. The work orders that match the search criteria are displayed in the grid.In the search grid, select the checkboxes adjacent to the work orders you want to copy to the Inbox, and then click Copy To Inbox to copy the selected records to your Inbox.

A dialog box is displayed.

5. Click OK to copy the work orders to your Inbox.

The selected work orders can be viewed in the Unassigned Work folder in the Inbox page.

Subscribe

You can use the Subscribe button to subscribe to selected work orders and track them. When a work order subscribed by you is updated in the system, you get a message for every update in the Messages folder of your Inbox. You can select multiple work orders while subscribing.

Steps to subscribe

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.
4. The work orders that match the search criteria are displayed in the grid.In the search grid, select the checkboxes adjacent to the work orders you want to subscribe to, and then click Subscribe to subscribe to the selected records.

The Confirm dialog box is displayed.

5. Click OK.

Unsubscribe

You can unsubscribe from an already subscribed work order. You no longer receive messages after you unsubscribe from a work order. You can select multiple work orders while unsubscribing.

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.
4. The work orders that match the search criteria are displayed in the grid.In the search grid, select the checkboxes adjacent to the work orders you want to unsubscribe from, and then click Unsubscribe to unsubscribe to the selected records.
5. The Confirm dialog box is displayed.
   Click OK. For more information see, Manage Subscriptions.

Search Notifications

You can use the Search Notifications page to search the notifications in the IWMS Client. You can use this feature to view notification details and update the required information in a notification. You can use the search fields in combination to narrow down your search and get accurate results. If you try to search notifications without providing any search criteria, the system displays all the available notifications based on your assigned AORs.

To search a notification:

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   In the Work group, click Search.
3. Click Search Notifications.
4. Enter the search notification details in the following fields.

Field	Description
Notification Type dropdown	Select a notification type. You can select multiple notification types. If you want all the notification types in the list to be considered for the search, click Clear Selection. The notification types are made available to you as per your role.
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Region dropdown	Select a region. Based on the region you select, the District list is populated.
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Sector Dropdown	Select a sector. A sector is a type of region (AOR) that is a parent of a district.
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Circuit Dropdown	Select a circuit. You can select multiple circuits. If you want all the circuits in the list to be considered for the search, click Clear Selection.
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SAP Notification ID Field	Enter a SAP notification ID.
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CMS Notification ID Field	Enter a CMS notification ID.
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Created by Field	Enter the notification creator's name.
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Substation Field	Enter a substation name.
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Repair WO# Field	Enter the repair work order number.
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OMS Ref# Field	Enter the OMS reference number.
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Address Field	Type an address.
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City Field	Enter a city name.
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Structure # Field	Enter a structure number.
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Line Device # Field	Enter a line device number.
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Due Date Field	Select the From date and the To date.
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Work Center Dropdown	Select a work center. You can select multiple work centers. If you want all the work centers in the list to be considered for the search, click Clear Selection.
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FIM Num Field	Type the FIM number. Keep the FIM Num box empty if you are not aware of the FIM number.
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Notification Status Dropdown	Select a status. You can select multiple statuses. If you want all the statuses in the list to be considered for the search, click Clear Selection. Note: Select the Complete check box to select those values that denote completion. Selecting the Complete check box selects the associated statuses in the Status list. Select the Incomplete check box to select those values that denote in-progress. Selecting the Incomplete checkbox selects the associated statuses in the Status list.
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Priority Dropdown	Select a priority.
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Dist/Trans Dropdown	Select Distribution or Transmission. Based on the value you select, the Equipment Type list is populated.
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Equipment Type Dropdown	Select an equipment type. You can select multiple equipment types. If you want all the equipment types in the list to be considered for the search, click Clear Selection.
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Component Dropdown	Select a component. You can select multiple components. If you want all the components in the list to be considered for the search, click Clear Selection.
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Elevation Dropdown	Select an elevation. You can select multiple elevation values. If you want all the elevation values in the list to be considered for the search, click Clear Selection.
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Condition Dropdown	Select a condition. You can select multiple conditions. If you want all the conditions in the list to be considered for the search, click Clear Selection.
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SAP Equipment Num Field	Enter a SAP equipment number.
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1. Click Search.

The notifications that match the search criteria entered in the earlier steps are displayed in the grid.

Search Trouble Orders

You can use the Search Trouble Orders page to search the trouble orders in the IWMS Client. You can use this feature to view trouble order details and update the required information in a trouble order. You can use the search fields in combination to narrow down your search and get accurate results. If you try to search trouble orders without providing any search criteria, the system displays all the available trouble orders based on your assigned regions.

Steps to search trouble orders

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
3. In the Work group, click Search.

The Search menu is displayed.

1. Click Search Trouble Orders.

The Search Trouble Orders page is displayed.

Enter the search trouble order details in the following fields.

Field	Description
Region Dropdown	Select a region. Based on the region you select, the District and the Assigned To lists are populated.
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Sector Dropdown	Select a sector. A sector is a type of region (AOR) that is a parent of a district.
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District Dropdown	Select a district. You can select multiple districts. If you want all the districts in the list to be considered for the search, click Clear Selection.
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Assigned To Dropdown	Select an assignee.
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Sequence # Field	Type a sequence number.Keep the Sequence # box empty if you are not aware of the sequence number. You can locate the required sequence number from the search results.
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Area Field	Type an area name.
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Status Dropdown	Select a status.You can select multiple statuses. If you want all the statuses in the list to be considered for the search, click Clear Selection.
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Address Field	Enter an address.
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City Field	Enter a city name.
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Structure # Field	Enter a structure number.
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Line Device # Field	Enter a line device number.
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Location ID Field	Enter a location ID.
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Circuit Dropdown	Select a circuit.
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Substation Field	Select a substation.
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Problem Code Field	Type a problem code.
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Due Date Dropdown	Select the From date and the To date.
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Start Date Dropdown	Select the From date and the To date.
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Completion Date Dropdown	Select the From date and the To date.
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1. Click Search.

The trouble orders that match the search criteria entered in the earlier steps are displayed in the grid.

Search Assets

Use Search for assets in IWMS Client using the Search Assets page. Narrow results with search fields or view all assets in your AORs.

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   In the Work group, click Search.
3. The Search menu is displayed.
   Click Search Assets.
4. The Search Assets page is displayed.

Enter the search assets details in the following fields.

Field	Description
Region Dropdown	Select a region. Based on the region you select, the District list is populated.
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Sector Dropdown	Select a sector. A sector is a type of region (AOR) that is a parent of a district.
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District Dropdown	Select a district.You can select multiple districts. If you want all the districts in the list to be considered for the search, click Clear Selection.
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Circuit Name Dropdown	Select a circuit. You can select multiple circuits. If you want all the circuits in the list to be considered for the search, click Clear Selection.
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Substation Field	Enter a substation name.
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Equipment Type Dropdown	Select an equipment type. You can select multiple equipment types. If you want all the equipment types in the list to be considered for the search, click Clear Selection.
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SAP Equipment #	Enter a SAP equipment number.
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Structure # Field	Enter a structure number.
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LineDevice # Field	Enter a Line Device number.
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Range (ft) Dropdown	Enter a range.
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Latitude Field	Enter the latitude coordinate.
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Longitude Field	Enter the longitude coordinate.
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1. Click Search.

The assets that match the search criteria entered in the earlier steps are displayed in the grid.

Search Flocs

Use Search flocs in IWMS Client to view associated structures and asset details. Use search fields to refine results or see all flocs in your AORs.

Steps to search Flocs

1. In the IWMS Client application, click the Work Management tab.

The Work Management group is displayed.

2. In the Work group, click Search.

The Search menu is displayed.

3. Click Search Flocs.

The Search Flocs page is displayed.

4. Enter the search flocs details in the following fields.

Field	Description
AOR Type Dropdown	Select a AOR Type. Based on the AOR Type you select, the AOR list is populated.
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AOR Dropdown	Select a AOR. Based on the AOR you select, the Floc Type list is populated.
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Floc Type Dropdown	Select a functional location (Floc) type.You can select multiple floc types. If you want all the Floc types in the list to be considered for the search, click Clear Selection.
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Floc Id Dropdown	Select the Floc Id.
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Range (ft) Dropdown	Enter a range.
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Latitude Field	Enter the latitude coordinate.
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Longitude Field	Enter the longitude coordinate.
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1. Click Search.

The flocs that match the search criteria entered in the earlier steps are displayed in the grid.

Search Meter Service Requests (MSRs)

You can use the Search MSR page to search the meter service requests (MSRs) in the IWMS Client. You can use this feature to view the MSR details and update the required information in an MSR. You can use the search fields in combination to narrow down your search and get accurate results. If you try to search MSRs without providing any search criteria, the system displays all the available MSRs based on your assigned AORs.

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   In the Work group, click Search.
3. The Search menu is displayed.
4. Click Search MSRs.

The Search MSR page is displayed.

5. Enter the search MSR details in the following fields.

Field	Description
MSR Type Dropdown	Select a Meter Service Request type. Based on the Meter Service Request type you select, the MSR Sub Type list is populated.
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MSR Sub Type Dropdown	Select a Meter Service Request sub type.
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Region Dropdown	Select a region. Based on the region you select, the District and the Assigned To lists are populated.
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Sector Dropdown	Select a sector. A sector is a type of region (AOR) that is a parent of a district.
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District Dropdown	Select a district.
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Assigned To Dropdown	Select an assignee.
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WO # Field	Type a work order number. Keep the WO # box empty if you are not aware of the work order number. You can locate the required work order number from the search results.
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MSR Status Dropdown	Select a Meter Service Request status. You can select multiple statuses. If you want all the statuses in the list to be considered for the search, click Clear Selection.
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Structure # Field	Enter a structure number.
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From Due Date Dropdown	Select the from date.
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To Due Date Dropdown	Select the to date.
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MSR # Field	Enter a Meter Service Request number.
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Address	Enter the address number for a location.
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City	Enter a city name.
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Non-Standard	Type additional information about the address.
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Meter #	Enter a meter number.
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Created by	Enter the Meter Service Request creator's name.
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6. Click Search.

The MSRs that match the search criteria entered in the earlier steps are displayed in the grid.

View Work Order Details

Work order details page: View info, perform actions based on work type. Standard actions include subscribing, adding to timesheet, validating edits, and releasing.

To view work order details:

1. In the IWMS Client application, open the Search Work Orders page.
2. On the Search Work Orders page, enter the search criteria in the fields.
3. Click Search.
4. The work orders that match the search criteria are displayed in the grid.In the search grid, double-click a work order row.

The work order details page is displayed. You can perform the required actions on this page.

Structure or Equipment

A work order is associated with flocs that link to assets. The information related to the associated flocs and the assets is displayed in this section. You can select a floc or an asset and perform the various actions possible on that work order.

Standard Activities

You can use the standard activities to create notifications. The standard activities are displayed as per the asset type and your role.

The following are the types of standard activities:

Complete Standard Activity: You can use the Complete Standard Activity section to create and complete notifications. This section contains an Add check box,which you can use to add a time slice to your timesheet. Selecting the Add check box displays the Add to Timesheet dialog box. If you are a crew lead, you can select the crew member for the activity. Selecting the Add check box automatically selects the Create check box

Create Standard Activity: You can use the Create Standard Activity section to create notifications. You can create multiple notifications by selecting the checkboxes adjacent to the activities

The notifications are created when you save and release a work order.

Inspect or Uninspect asset

You can use the Inspect or Uninspect feature to mark the inspection status of an asset. You can use the Inspect feature only with inspection work orders. If an asset is not inspected earlier, the Inspect button is enabled. When you click the Inspect button, the asset is marked as inspected.

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If you want to change the inspection status of an asset that is already inspected, you must click the Uninspect button.

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Missing Asset

You can use the Missing Asset button to create a missing asset notification for a selected asset. After creating a notification, you can view the notification on the Search Notification page. For more information about searching a notification, see Search Notification.

Found Asset

You can create a found asset notification for an asset that you have located in the field, but is not available in the system. The Found Asset button is enabled only when a floc is selected in the grid, and a Missing Asset Notification is not created on the asset.

Asset Correction

You can create an asset correction notification for an existing asset. The Asset Correction button is enabled when an existing asset is selected in the grid.

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Repair Needed

You can create a repair notification for a selected asset. There are two types of repair notifications, namely Create and Find and Fix.

• Create - You can create a new notification and release it.
• Find and Fix - You can create and complete a new notification.

create pLC

You can use the Create Pole Loading Calculation (PLC) tab to create a notification for a selected asset.

Characteristics and Measurements

You can add information related to the characteristics and measurements of a floc or an asset you select. You need to select the floc or the asset to view the respective parameters. Depending on whether you select an asset or a floc, the characteristics grid is displayed. You can modify the characteristics of an asset. The characteristics of a floc can only be viewed.

Mandatory characteristics are marked with a red asterisk *. Mandatory characteristics must be filled if you want to perform an inspection.

GIS Attributes

You can view the GIS attributes of an asset or a floc. The asset or the floc must also exist in the GIS database for the data to appear on this screen.

Pending Work

You can use the Pending Work tab to view any pending work items (not completed or canceled) such as work orders, notifications, and trouble orders. The work items displayed in the pending work tab are related. They can share some common information such as the structure number.

Work History

You can use the Work History tab to view the work items history that has been completed or canceled.

Comments

You can use the Comments tab to enter comments for a work item. The Comments tab displays all the comments entered earlier in the Comment History section. You can create a new comment or use the standard comment existing in the Standard Comments list. You can save a comment using the Save & Release button. The comments can also be exported to a Microsoft Excel file.

Attachments

You can use the Attachments tab to add, view, update, and remove attachments that are associated with the work item.You can capture or add images of equipment, repair works, and damages related to a work item in the system. All the existing attachments are displayed in the grid. You can preview an image in the preview area by selecting it. If an attachment is added for an asset and the asset is searchable in the GIS map, a yellow flag is displayed on the GIS map.

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Change Log

If you or a SAP user update a work item, this update is recorded as a log. The log provides chronological entries of changes made to a work item. You can only view the entries in a change log.

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Subscribe

You can use the Subscribe button to subscribe to selected work orders and track them. When a work order subscribed by you is updated in the system, you get a message for every update in the Messages folder of your Inbox. You can select multiple work orders while subscribing.

Unsubscribe

You can unsubscribe from an already subscribed item. You no longer receive messages after you unsubscribe from an item. You can select multiple work orders while unsubscribing.

Open Tailboard form

Add to Timesheet

You can add a work item to your timesheet. You have to open the message, and click the Add to Timesheet button. When you click the Add to Timesheet button, the timekeeping page is displayed. The Add to Timesheet button is located in the lower part of every work order page.

Complete

A work order can be marked as complete using the Complete button. After a work order is marked as complete, all the sections are disabled for updating. You can add only comments to a work item that is marked as complete. The Complete button is located in the lower part of every work order page.

Save and Validate

You can use the Save & Validate button to validate the information that is entered in a section. If the information passes validation, the information is saved. The Save & Validate button is located in the lower-right part of every work order page.

Save & release

You can use the Save & Release button to save any unsaved information on a page, and the information is sent to the server. The Save & Release button is located in the lower-right part of every work order page.

Note: Clicking the Save & Release button does not complete a work item.

View Notification Details

You can view the notification details by opening the notification details page. The layout of the notification details page depends on the notification type. The notification details page allows you to perform the permitted actions on a notification based on the notification type. You can also perform standard actions such as subscribing or unsubscribing to a notification, adding the notification to your timesheet, validating the updates you make to the notification, and releasing the notification to the server.

To view notification details:

1. In the IWMS Client application, open the Search Notifications page.
2. On the Search Notifications page, enter the search criteria in the fields
3. Click Search.
4. The notifications that match the search criteria are displayed in the grid.In the search grid, double-click a notification row.

The notification details page is displayed. You can perform the required actions on this page.

Problem info

The Problem Info tab displays the information of a problem reported. The tab displays the problem details such as equipment type, action required, its priority, and name of the circuit where the problem occurred.

Comment

You can use the Comments tab to enter comments for a work item. The Comments tab displays all the comments entered earlier in the Comment History section. You can create a new comment or use the standard comment existing in the Standard Comments list. You can save a comment using the Save & Release button. The comments can also be exported to a Microsoft Excel file.

Attachments

You can use the Attachments tab to add, view, update, and remove attachments that are associated with the work item. You can capture or add images of equipment, repair works, and damages related to a work item in the system. All the existing attachments are displayed in the grid. You can preview an image in the preview area by selecting it. If an attachment is added for an asset and the asset is searchable in the GIS map, a yellow flag is displayed on the GIS map.

Complete or Cancel

You can use the Complete or Cancel tab to complete a notification using the Completion section. After a work item is marked as complete, all the sections are disabled for update. You can add only comments to a work item that is marked as complete.

You can use the Complete or Cancel tab to cancel a notification using the Cancellation section. A notification with status as Created can be canceled.

GIS Attributes

You can use the GIS Attributes tab to view the GIS attributes of an asset or a floc. The asset or the floc must also exist in the GIS database for the data to appear on this screen.

Change log

You can use the Change Logtab to view any update made to a work item by you or a SAP user, which is recorded as a log. The log provides chronological entries of changes made to a work item. You can only view the entries in a change log.

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Excel Export

You can use the Excel Export button to export the searched records to a Microsoft Excel file. You can select the required items from the grid or can export all the items to a Microsoft Excel file.

Copy to inbox

You can use the Copy to Inbox feature to pick records from the grid and assign the tasks to yourself. You can view all such records in the Unassigned Work folder of your Inbox. You may want to use this feature in the event you have finished your existing work and have time to take additional work.

Subscribe

You can use the Subscribe button to subscribe to selected notifications and track them. When a notification subscribed by you is updated in the system, you get a message for every update in the Messages folder of your Inbox. You can select multiple notifications while subscribing.

Unsubscribe

You can unsubscribe from an already subscribed item. You no longer receive messages after you unsubscribe from an item. You can select multiple notifications while unsubscribing.

View Asset Details

You can view the asset details by opening the asset details page. You can use the asset details page to perform the permitted actions on an asset such as creating asset-related notifications.

To view asset details:

1. In the IWMS Client application, open the Search Assets page.
2. On the Search Assets page, enter the search criteria in the fields.
3. Click Search.
4. The assets that match the search criteria are displayed in the grid.In the search grid, double-click an asset row.

The asset details page is displayed. You can perform the required actions on this page.

Characteristics & Measurements

You can use the Characteristics & Measurements tab to add information related to the characteristics and measurements of a floc or an asset you select. You need to select the floc or the asset to view the respective parameters. Depending on whether you select an asset or a floc, the characteristics grid is displayed. You can modify the characteristics of an asset. Mandatory characteristics are marked with a red asterisk *. Mandatory characteristics must be filled if you want to perform an inspection.

Pending Work

You can use the Pending Work tab to view any pending work items (not completed or canceled) such as work orders, notifications, and trouble orders. The work items displayed in the pending work tab are related. They can share some common information such as the structure number.

Comments

You can use the Comments tab to enter comments for a work item. The Comments tab displays all the comments entered earlier in the Comment History section. You can create a new comment or use the standard comment existing in the Standard Comments list. You can save a comment using the Save & Release button. The comments can also be exported to a Microsoft Excel file.

Attachments

You can use the Attachments tab to add, view, update, and remove attachments that are associated with the work item. You can capture or add images of equipment, repair works, and damages related to a work item in the system.

location Updates

You can use the Location Update tab to update the location information of an asset.

GIS Attributes

You can use the GIS Attributes tab to view the GIS attributes of an asset or a floc. The asset or the floc must also exist in the GIS database for the data to appear on this screen.

Work History

You can use the Work History tab to view the work items history that has been completed or canceled.

Export Excel

You can use the Excel Export button to export the searched records to a Microsoft Excel file. You can select the required items from the grid or can export all the items to a Microsoft Excel file.

Add Comments

You can use the Add comments button to add comments to the selected assets. You can type your comments or use standard comments from the list.

Repair Needed

You can create a repair notification for a selected asset. There are two types of repair notifications, namely Create and Find and Fix.

• Create - You can create a new notification and release it.
• Find and Fix - You can create and complete a new notification.

View Floc Details

You can view the floc details by opening the floc details page. You can use the floc details page to perform the permitted actions on a floc such as creating floc-related notifications.

To view floc details:

1. In the IWMS Client application, open the Search Flocs page.
2. On the Search Flocs page, enter the search criteria in the required fields.
3. Click Search.
4. The flocs that match the search criteria are displayed in the grid.In the search grid, double-click a floc row.

The floc details page is displayed. You can perform the required actions on this page.

Missing Asset

You can use the Missing Asset tab to create a missing asset notification for a selected floc. After creating a notification, you can view the notification on the Search Notification page.

Found Asset

You can use the Found Asset button to create a found asset notification for an asset that you have located in the field, but is not available in the system. The Found Asset tab is button only when a floc is selected in the grid, and a Missing Asset Notification is not created on the asset.

Asset Correction

You can use the Asset Correction button to create an asset correction notification for an existing asset. The Asset Correction button is enabled when an existing asset is selected in the grid.

repair needed

You can create a repair notification for a selected asset. There are two types of repair notifications, namely Create and Find and Fix.

• Create - You can create a new notification and release it.
• Find and Fix - You can create and complete a new notification.

Create PLC

You can use the Create Pole Loading Calculation (PLC) tab to create a notification for a selected asset.

Inspect

You can use the Inspect button to mark the inspection status of an asset. You can use the inspect feature only with inspection work orders. If an asset is not inspected earlier, the Inspect button is enabled. When you click the Inspect button, the asset is marked as inspected. You can change the inspection status of an already inspected asset by clicking the Uninspect button.

Characteristics and Measurement

The Characteristics & Measurements tab helps you manage details about things like equipment (assets) and materials (flocs). Here's how it works:

1. Select an asset or floc: Choose the specific item you want to view or modify.
2. View characteristics: Depending on your selection, you'll see a grid with relevant details about that asset or floc.
3. Modify characteristics (optional): You can edit the information in the grid

Note:Mandatory characteristics are marked with a red asterisk (*) and must be filled in before you can perform an inspection.

Pending Work

You can use the Pending Work tab to view any pending work items (not completed or canceled) such as work orders, notifications, and trouble orders. The work items displayed in the pending work tab are related. They can share some common information such as the structure number.

Comments

You can use the Comments tab to type comments for a work item. The Comments tab displays all the comments entered earlier in the Comment History box. You can create a new comment or use the standard comment existing in the Standard Comments list. You can save a comment by clicking the Save & Release button. The comments can also be exported to a Microsoft Excel file.

Attachments

You can use the Attachments tab to add, view, update, and remove attachments that are associated with the work item. You can capture or add images of equipment, repair works, and damages related to a work item in the system.

location Updates

You can use the Location Update tab to update the location information of an asset.

GIS Attributes

You can use the GIS Attributes tab to view the GIS attributes of an asset or a floc. The asset or the floc must also exist in the GIS database for the data to appear on this screen.

View Trouble Order Details

view the trouble order details by opening the trouble order details page. You can also perform standard actions such as subscribing or unsubscribing to a trouble order, adding the trouble order to your timesheet, validating the updates you make to the trouble order, and releasing the trouble order to the server.

Steps to view trouble order details:

1. In the IWMS Client application, open the Search Trouble Orders page.
2. On the Search Trouble Orders page, enter the search criteria in the required fields.
3. Click Search.
4. The trouble orders that match the search criteria are displayed in the grid.In the search grid, double-click a trouble order row.

The trouble order details page is displayed. You can perform the required actions on this page.

missing Asset

You can use the Missing Asset button to create a missing asset notification for a selected trouble order. After creating a notification, you can view the notification on the Search Notification page.

Found Asset

You can use the Found Asset button to create a found asset notification for an asset that you have located in the field, but is not available in the system. The Found Asset button is enabled only when a floc is selected in the grid and a Missing Asset Notification is not created on the asset.

Asset Correction

You can use the Asset Correction button to create an asset correction notification for an existing asset. The Asset Correction button is enabled when an existing asset is selected in the grid.

Repair Needed

You can create a repair notification for a selected asset. There are two types of repair notifications, namely Create and Find and Fix.

• Create - You can create a new notification and release it.
• Find and Fix - You can create and complete a new notification.

Create PLC

You can use the Create Pole Loading Calculation (PLC) tab to create a notification for a selected asset.

Update Structure

You can use the Update Structure button to update the structure information of a trouble order. You are required to provide a structure number to update the structure information. The Floc and Asset grid details are populated when you update the structure.

Customer Information

You can use the Customer Information tab to display the details of the customer mentioned in the trouble order. The Customer Information tab displays information such as the customer name, contact number, address, and latitude-longitude information.

Work history

You can use the Work History tab to view the work items history that has been completed or canceled.

Pending Work

You can use the Pending Work tab to view any pending work (not completed or canceled) items such as work orders, notifications, and trouble orders. The work items displayed in the pending work tab are related. They can share some common information such as the structure number.

Comments

You can use the Comments tab to enter comments for a work item. The Comments tab displays all the comments entered earlier in the Comment History section. You can create a new comment or use the standard comment existing in the Standard Comments list. You can save a comment using the Save & Release button. The comments can also be exported to a Microsoft Excel file.

linked work

You can use the Linked Work tab to link a trouble order with work orders and notifications that exist in the system. You can link multiple work orders and notifications.

• Unlink Selected: You can unlink the work item that is selected in the grid. It can only unlink items that are manually linked by a user.
• Link Entered IDs: You can enter an ID belonging to a work item that you want to link with the existing page.

The following image displays the procedure to link work items.

Attachments

You can use the Attachments tab to capture or add images of equipment, repair works, and damages related to a work item in the system. You to add, view, update, and remove attachments that are associated with the work item. All the existing attachments are displayed in the grid. You can preview an image in the preview area by selecting it. If an attachment is added for an asset and the asset is searchable in the GIS map, a yellow flag is displayed on the GIS map.

Complete

You can use the Complete button to mark a trouble order as complete. After a trouble order is marked as complete, all the sections are disabled for updating. You can add only comments to a work item that is marked as complete. The Complete button is located in the lower part of every work order page.

Change Log

You can use the Change Log tab to view any update made to a work item by you or a SAP user, which is recorded as a log. The log provides chronological entries of changes made to a work item. You can only view the entries in a change log.

Accept

You can use the Accept button to accept an assigned trouble order. If a trouble order has already been accepted earlier or is suspended, the Accept button remains unavailable.

Reject

You can use the Reject button to reject an assigned trouble order. If a trouble order has already been rejected earlier, the Reject button remains unavailable.

Suspend

You can use the Suspend button to suspend a trouble order. The status of the trouble order changes to Suspended.

Add to Timesheet

You can use the Add to Timesheet button to add a work item to your timesheet. You have to open the message, and click the Add to Timesheet button. When you click the Add to Timesheet button, the Timekeeping page is displayed. The Add to Timesheet button is located in the lower part of every work order page.

Save and Validate

You can use the Save & Validate button to validate the information that is entered in a section. If the information passes validation, the information is saved. The Save & Validate button is located in the lower-right part of every work order page.

Save and release

You can use the Save & Release button to save any unsaved information in a page, and the information is sent to the server. The Save & Release button is located in the lower-right part of every work order page.

Note: Clicking the Save & Release button does not complete a work item.

View MSR Details

You can view the MSR details by opening the MSR details page. You can use the MSR details page to perform the permitted actions on an MSR. You can also perform standard actions such as subscribing or unsubscribing to an MSR, adding the MSR to your timesheet, validating the updates you make to the MSR, and releasing the MSR to the server.

To view MSR details:

1. In the IWMS Client application, open the Search MSR page.
2. On the Search MSR page, enter the search criteria in the required fields.
3. Click Search.
4. The MSRs that match the search criteria are displayed in the grid.In the search grid, double-click an MSR row.

The MSR details page is displayed. You can perform the required actions on this page.
image

Add to Timesheet

You can use the Add to Timesheet button to add a work item to your timesheet. You have to open the work item, and click the Add to Timesheet button. When you click the Add to Timesheet button, the Timekeeping page is displayed. The Add to Timesheet button is located in the lower part of every MSR page.

Save and validate

You can use the Save & Validate button to validate the information that is entered in a section. If the information passes validation, the information is saved. The Save & Validate button is located in the lower-right part of every MSR page.

Save and release

You can use the Save & Release button to save any unsaved information in a page, and the information is sent to the server. The Save & Release button is located in the lower-right part of every MSR page.

Note: Clicking the Save & Release button does not complete a work item.

Upgrade Users

You can use the Upgrade Users page to upgrade a user's role for a specified duration. This feature can be used when you are planning to go on a leave, and in your absence, you want someone to perform certain tasks. This allows the upgraded user the privileges to perform the required actions associated with the new role.

You can upgrade multiple users with one role. The upgraded user can view the associated screens and perform the actions within the time period (start date and expiration date) specified during upgrading the users. After the expiration date, the user roles are reset. You can also remove an upgraded user manually.

Users I Have Upgraded

The Users I Have Upgraded section displays the upgraded users along with basic details such as upgraded role, start date, and end date.

Search Users

You can use the Search Users section to search users to upgrade user roles. You can search users based on their First Name, Last Name, or AOR. The users that match the search criteria are displayed in the grid under Available Users. To maximize the search results, it is recommended to click Search without specifying the search criteria.

Available Users

The Available Users section displays the users whose roles can be upgraded. The users are displayed in the Available Users section as per the combination of search criteria (First Name, Last Name, and AOR).

Add Users

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management controls are displayed.
   image
   In the Work group, click Upgrade User.
3. The Upgrade Users page is displayed.
   Enter the search user details in the following fields.

Field	Description
First Name field	Enter the first name of the user you want to upgrade. Note: You can also type a few characters of the first name. The names that contain the entered characters are displayed in the result.
---	---
Last Name field	Enter the last name of the user you want to upgrade. Note: You can also type a few characters of the last name. The names that contain the entered characters are displayed in the result.
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AOR dropdown	Select the AOR of the user. You can select multiple AORs. If you want all the AORs in the list to be considered for the search, click Clear Selection. Note: You can leave the search criteria blank, if you want to maximize your search results. Clicking Search displays all the users that are available for upgrade.
---	---

1. Click Search.
2. The users that match the search criteria entered in the earlier steps are displayed in the Available Users section.
   image
   In the grid, select the check box corresponding to the user whom you want to upgrade.
3. The Add User(s) button is enabled.In the Role list, select the role to upgrade the user.
4. In the Valid fields, select the start date and the expiration date for which the user should be upgraded.
5. image
   Click Add User(s).
6. The upgraded user is displayed in the grid in the Users I Have Upgraded section.

image

Remove Users

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management controls are displayed.
   image
   In the Work group, click Upgrade User.
3. The Upgrade Users page is displayed.In the Users I Have Upgraded section, select the check box corresponding to the user whom you want to reset in the grid.
4. The Remove User(s) button is enabled.
   image
   Click Remove User(s).

The user is removed from the grid in the Users I Have Upgraded section. The role of the selected user is reset to the earlier role.

Share Inbox

You can use the Share Inbox page to share your inbox with other users. This feature can be used when you are planning to go on a leave, and in your absence, you want someone to take care of the work that comes by email in the inbox. This allows the users that share your inbox to take the required action in your absence.

You can use the search functionality to search users by first name, last name, or AOR. You can share your inbox with multiple users. The user that you select can view the inbox items that you receive. You can stop sharing your inbox by removing the users manually.

Users Sharing My Inbox

The Users Sharing My Inbox section displays the list of users with whom you have shared your inbox.

Search users

You can use the Search Users section to search users to share your Inbox. You can search users based on their First Name, Last Name, or AOR. The users that match the search criteria are displayed in the grid in the Users Not Sharing My Inbox section. To maximize the search results, it is recommended to click Search without specifying the search criteria.

Users Not Sharing My Inbox

The Users Not Sharing My Inbox section displays the list of users from which you can select those users with whom you want to share your inbox.

Add users

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   Image
3. In the Work group, click Share Inbox.

The Share Inbox is displayed.

4. Enter the share inbox details in the following fields.

Field	Description
First Name field	Enter the first name of the user you want to upgrade. Note: You can also type a few characters of the first name. The names that contain the entered characters are displayed in the result.
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Last Name field	Enter the last name of the user you want to upgrade.Note: You can also type a few characters of the last name. The names that contain the entered characters are displayed in the result.
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AOR dropdown	Select the AOR of the user.You can select multiple AORs. If you want all the AORs in the list to be considered for the search, click Clear Selection. Note: You can leave the search criteria blank, if you want to maximize your search results. Clicking Search displays all the users that are available for upgrade.
---	---

1. Click Search.
2. The users that match the search criteria entered in the earlier steps are displayed in the Users Not Sharing My Inbox section.
   image
   In the Users Not Sharing My Inbox section, select the check box corresponding to the user with whom you want to share your Inbox.
3. Click the Add Selected icon.
4. You can add all the users by clicking the Add All icon.The selected user is displayed in the grid in the User Sharing My Inbox section.

Remove Users

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   image
   In the Work group, click Share Inbox.
3. The Share Inbox page is displayed.
   image
   In the Users Sharing My Inbox section select the check box corresponding to the user whom you want to remove.
4. Click the Remove Selected icon.

The user is removed from the Users Sharing My Inbox section.

Manage Subscriptions

You can use the Manage Subscriptions section to subscribe or unsubscribe to work items of work types such as Work Orders, Notifications, Trouble Orders, and MSRs. You can view the list of subscribed work items on the Manage Subscriptions page. This page also displays the work items subscribed from other pages within the IWMS client.

Subscribe to work items

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.
   image
   In the Work group, click Manage Subscriptions.
3. The Add Subscriptions page is displayed.In the work type list, select a work type.
4. In the box adjacent to the work type list, enter the ID as per the work type selected.
5. image
   Click Subscribe.
6. A Confirm box is displayed.

1. Click OK.

The subscribed work item is added to the list of subscribed items.
image

Unsubscribe to Work Items

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management controls are displayed.
   image
   In the Work group, click Manage Subscriptions.
3. The Add Subscriptions page is displayed.On the Add Subscriptions page, select a checkbox corresponding to a subscribed work item in the grid. You can select multiple work items.

4. The Unsubscribe button is enabled.
   

5. Click Unsubscribe.

6. A Confirm box is displayed.
   
   7. Click OK.

The work item is removed from the Add Subscriptions page.

Status Log

You can use the Status Log page to view the log information related to object types such as notifications, SF6(Sulfur hexafluoride is a gas that is used in electrical power equipment as a circuit breaker.) documents, unplanned inspections, and Meter Service Requests (MSRs). The objects are displayed in respective tabs. When you click a tab, the objects of the selected type are displayed in a grid.

You can use this information to view any updates to the displayed items. You can navigate to the respective pages by double-clicking the displayed items. In addition to this, you can also perform standard operations such as exporting the information of the selected records to a Microsoft Excel file, copying an object to the Inbox, subscribing or unsubscribing, and deleting objects.

Meter Service Requests

You can create meter service requests from the IWMS Client. The Meter Service Requests (MSRs) can be created to install new meters, set meter parameters, or remove existing meters.

Create an MSR

1. In the IWMS Client application, click the Work Management tab.
2. The Work Management group is displayed.

In the Notification group, click Create MSR.

1. The Create MSR page is displayed.
   
   In the Meter Service Request - Field Generated section, enter the information in the required fields.

Field	Description
MSR# field	The date when the Meter Service Request is created.
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Date Dropdown	The date when the Meter Service Request is created.
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Meter # field	Enter a meter number.
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MSR Type dropdown	Enter the Meter Service Request type.
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MSR Sub Type dropdown Sequence # MSR Status ISVC # field	Select the Meter Service Request subtype.Based on the Meter Service Request type you select, the MSR Sub Type list is populated. Enter the sequence number. By default, the status of the Meter Service Request is displayed. Enter the ISVC number
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1. In the Customer Information section, enter the information in the required fields

Field	Description
Number field	Enter the phone number of the customer.
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Fraction dropdown	Select the fraction from the dropdown.
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Prefix dropdown	Enter the prefix of the user. A prefix is added before the name. For example, Mr. and Mrs., among others.
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Street Name field	Enter the name of the street.
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Suffix dropdown	Enter the suffix of the user. A suffix is added after the name. For example, Jr. and Sr., among others.
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Unit field	Enter the meter unit.
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Mtr Identifier Dropdown	Select meter identifier number.
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City field	Enter the name of the city.
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Cross Street field	Enter the name of the cross street.
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Non Standard Address field	Type additional information about the address.
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Latitude field	Enter the latitude coordinate.
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Longitude field	Enter the longitude coordinate.
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1. On the Set/Remove Meter Details tab, enter the information in the required fields.

Control	Description
KWH Mtr No	Enter the kilowatt-hour (KWH) meter number.
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KWH Mult	Enter the KWH multiplier value.
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HWH Rd
---	---
Dem Rd
---	---
KVarh Mtr No	Enter the Kilo Volt Amps Reactive Hours (KVarh) meter number.
---	---
KVarh Mult	Enter the KVarh multiplier value.
---	---
KVarh Rd.
---	---
Transformer Strct #
---	---
Circuit Name / Number	Select a circuit name or number.
---	---
Substation Name	Enter the name of the substation.
---	---
Voltage	Select the voltage that is supplied to the meter.
---	---
Phase	Select the electric power phase.
---	---
OH/UG	Select the overhead service of underground service.
---	---
Wire Type	Select the wire type.
---	---
Wire Footage
---	---
No. of Wire	Select the number of wires required.
---	---
As Left	-
---	---
Missing Rd Rsn	-
---	---
Incmplt Rsn Cd	-
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1. On the Comments tab, type the comments in the Comments box.
2. On the Customer Details tab, enter the customer's details in the required fields.

Control	Description
Planner
---	---
Customer Name Field	Enter the name of the customer.
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Customer Phone # Field	Enter the phone number of the customer.
---	---
Requested By Field	Enter the name of the person who requested to install the meter, set meter parameters, or remove existing meters.
---	---
Requested By Phone # Field	Enter the phone number of the requested person.
---	---
Request Type Dropdown	Enter the type of request.
---	---
Contact Name Field	Enter the name of the contact.
---	---
Contact Phone # Field	Enter the phone number of the contact.
---	---
Contact Type Dropdown	Enter the type of contact.
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Electrician Name Field	Enter the name of the electrician.
---	---
Electrician Phone # Field	Enter the phone number of the electrician.
---	---
Installer Name Field	Enter the name of the installer.
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1. On the CT/VT tab, enter the information in the required fields

Control	Description
CT Size Field	Select the Current Transformer (CT) size.
---	---
VT Size Field	Select the Voltage Transformer (VT) size.
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CT Serial Field	Enter the Current Transformer serial number.
---	---
VT Serial Field	Enter the Voltage Transformer serial number.
---	---
KWH KD Field
---	---
KVarh DK Field
---	---

1. Click Save & Validate to validate all the data entered.
2. Click Save & Release to send the MSR to SAP.

Creating an MSR

Creating MSR is right based. Meter Service Requests are initiated both on the client and from outside sources. To create an MSR, use the Create MSR button location in the Work Management > Notification section. All required fields must be filled out before the system allows the user to save and release the MSR. There is also an option to create a Duplicate MSR. This option is to help fill out most of the fields and allow the user to make minor changes to save time.

Map View

You can use the Map View tab to view the assets related to pending work orders and navigate through the map areas, and among others.This feature is role based,meaning you can enable some rights from the administrator portal.Below is the MapView workgroup:

Note :First select a map to work with under Navigation*->Map, Otherwise Pending work,View and Selection will be grayed out.

Pending Work

You can use the Pending work group to view the work that is currently downloaded to the device. You can use the toggle options namely, My and Other.

Note: The application incurs performance penalty when any one option is selected.

My icon:You can use the My icon to view the assets related to the pending work orders that are assigned to you in a yellow highlight.

Other icon:You can use the Other icon to view the assets related to all work orders (available on the laptop) that fall within the geographical boundary of the currently opened map screen in a red highlight irrespective of whether they are assigned or not.

Unassigned icon:You can use the Unassigned icon to view the assets related to all work orders (available on the laptop) that fall within the geographical boundary of the currently opened map screen in an orange highlight that is not assigned to anyone.

View

You can use the View group to navigate through the map areas that you have visited. The IWMS Client stores your view history. It also enables you to create map views and add bookmarks for map locations.

You can use the Bookmarks icon to create bookmarks for map locations.

When you create a bookmark, the application remembers the X-coordinate, Y-coordinate, the view scale, and the layer settings of the opened map.

To create a bookmark, you must go to the location and set the layers to your liking.

Clicking the Bookmarks option displays the Edit Map Bookmarks dialog box. You can manage saved bookmarks by using this dialog box.

In the Edit Map Bookmarks dialog box, type the bookmark name in the box, and then click Save.

To delete a saved bookmark, select the bookmark in the list, and then click Delete.

Selecting a bookmark in the bookmarks list loads the location associated with the selected bookmark.

Selection

You can use the Multiple Info icon to view information of multiple items. You need to select the items that you want to view, and then click Open. The application displays multiple information boxes in new dialog boxes. When the Open Multiple Information Windows dialog box is closed, all open information boxes also get closed.

You can use the Add Comment icon to add comments to an asset, if the selected asset has a SAP linkage.

AGP FIM Grids:

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Inbox

These include messages related to work that are either assigned to you by a Supervisor or you have picked some work. The Inbox also displays the list of system-generated alerts and the messages that an Administrator or a Supervisor has sent to you.The first-level folders under a category are the system-created folders.The Inbox has the following folders:

Assigned work

This folder displays your completed Trouble Orders,Completed work Orders,Trouble Orders and Work Orders.

Unassigned work

This folder displays Unassigned Trouble Orders,Work Orders and Notifications.Removed Trouble Orders,Work Orders and Notifications are also displayed in this section.

Alerts and Messages.

Thefolder displays the list of system-generated alerts and the messages that an Administrator or a Supervisor has sent to you.

Map

You can use the Map feature to locate work items and assets directly on the map. The client provides various sets of map views, map layouts, and map tools that enable the user to use the map efficiently. Some additional toolbars have been added within the map.

• Redlining Section - Allows the user to do free hand, polyline, polygon, arc string, rectangle, circle, symbol, text, set redline color, setting a line style and size, and font, copying and new redline.
• Recent view, previous view, next view
• Refreshing map icon
• Day / Night mode
• Pan mode
• Selection mode/Options - you can use it to group to manipulate the selections that have been made, or influence what types of objects can be selected with the next select operation.
• Zoom in and out, zoom rectangle mode
• Previous/next selection - You can use the Previous icon to navigate to an earlier selected object. Doing so, you can view the information of an object you viewed earlier. This option is available only if you had previously chosen the Next selection.
• List
• Go to a specific selection - You can use the Selected icon to display a list of all the items that are currently selected and allow you to jump to the object to view its information. A maximum of 20 objects can be displayed in this list at one time.
• Clear selection - You can use the Clear selection icon to clear all the selections made on the map. The Clear selection icon is enabled only if you have selected an object. Any objects that are highlighted are reset to their default color, and the status bar is cleared.
• Measurements
• Line
• Area
• Delete all measurements
• Configure map toolbar
• Nodes
• Insert
• Move
• Delete
• Reverse
• Change Style
• Save
• Cancel edit